Weaver C. Barksdale & Associates’s NextEra Energy NEE Stock Holding History

Weaver C. Barksdale & Associates’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.15M	Sell	24,462 -26	-0.1%	-$2.35K	1.93%	17
2026 Q1	$2.28M	Buy	24,488 +1,413	+6%	+$126K	2.17%	3
2025 Q4	$1.85M	Sell	23,075 -2,894	-11%	-$240K	1.95%	17
2025 Q3	$1.96M	Sell	25,969 -1,666	-6%	-$122K	1.89%	21
2025 Q2	$1.92M	Sell	27,635 -230	-0.8%	-$16K	1.84%	21
2025 Q1	$1.97M	Sell	27,865 -670	-2%	-$47.3K	1.89%	19
2024 Q4	$2.05M	Sell	28,535 -709	-2%	-$55.1K	1.96%	17
2024 Q3	$2.47M	Sell	29,244 -1,107	-4%	-$86.4K	2.23%	5
2024 Q2	$2.15M	Sell	30,351 -517	-2%	-$36.7K	2.04%	12
2024 Q1	$1.97M	Buy	+30,868	New	+$1.81M	1.81%	22
2013 Q4	–	Sell	-380	Closed	-$8K	–	562
2013 Q3	$8K	Hold	380	–	–	0.01%	310
2013 Q2	$8K	Buy	+380	New	+$7.54K	0.01%	307

Other funds holding NEE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Weaver C. Barksdale & Associates's NEE Position: Q2 2026 in Review

Weaver C. Barksdale & Associates reduced its NextEra Energy (NEE) stake by 0.11% in Q2 2026, selling an estimated $2.35K and leaving 24,462 shares worth $2.15M. The position accounts for 1.93% of the portfolio, ranked #17.

Weaver C. Barksdale & Associates first reported a position in NEE in Q2 2013 and has held it in 12 quarters since. The position peaked at $2.47M in Q3 2024. 3,042 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Weaver C. Barksdale & Associates held 24,462 shares of NextEra Energy worth $2.15M as of Q2 2026.
Weaver C. Barksdale & Associates sold 26 NextEra Energy shares in Q2 2026, an estimated $2.35K.
NextEra Energy made up 1.93% of Weaver C. Barksdale & Associates's portfolio in Q2 2026, its #17 holding.
Weaver C. Barksdale & Associates first reported a position in NextEra Energy in Q2 2013 and has held it in 12 quarters since.
Weaver C. Barksdale & Associates's NextEra Energy position peaked at $2.47M in Q3 2024.
3,042 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.